Overview
All contracts contain a Contract Details page, where you can find contract-specific information.
Access Contract Details
To access Contract Details follow the steps below:
Select Contracts from the main navigation
Select the applicable contract
View Contract Details by Tab
In Contract Details, select any of the tabs below to drill into a specific category.
All Tabs:
Contract ID
Overview Tab:
Customer Information: Name, Phone Number, Email, Driver's License, Payment, Contract Status, Insurance
Scheduling & Service Information: Scheduled Pickup, Scheduled Dropoff, Program, Service Advisor, Service Vehicle ID, Repair Order No.
Notes: Any notes added to the Customer Profile
Manage Tab:
Summary: Customer, Scheduled Pickup, Estimated Dropoff
Vehicle Info: Make, Model, Year, License Plate #, Starting Fuel Level, Starting Odometer, Ending Fuel Level, Ending Odometer, Program, VIN, Stock #
Vehicle Issues: Vehicle issues when added to the assigned vehicle
Additional Driver Information: Additional driver details when added to the contract
Contract Signature
Billing Tab:
Payment Information: Invoice PDF, Customer Info, Balance Due, Credit Card Selection, Split Billing Feature
Customer Payment History: Historical Transactions (pending, settled, declined)
Invoice: Itemized Charges and Credits